HUTCHINSON CAPITAL MANAGEMENT
Adviser information for HUTCHINSON CAPITAL MANAGEMENT last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 705 | $827.2M |
| Non-Discretionary | 18 | $5.8M |
| Total | 723 | $833.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 112 | $84.7M |
| HNW Individuals | 154 | $663.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 16 | $49.0M |
| Charitable organizations | 3 | $1.7M |
| State or municipal gov entities | 2 | $24.2M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 1 | $9.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-48519 |
|---|---|
| SEC ERA File Number | 801-48519 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 106158 |
| Legal Entity Identifier | None |
Principal Office
1101 FIFTH AVENUESUITE 160
SAN RAFAEL
CA
United States
Monday - Friday, 8:00AM TO 4:30PM
Tel: 415-464-5650, Fax: 415-464-5660
Chief Compliance Officer
STEVEN K. WILKES
CHIEF EXECUTIVE OFFICER
1101 FIFTH AVENUE
SUITE 160
SAN RAFAEL
CA
United States
Tel:
415-464-5650
Fax:
415-464-5660
S***********@********************M
(Full email address available in API data)
Regulatory Contact
GAGE T. HOUSER
PRESIDENT AND CHIEF FINANCIAL OFFICER
1101 FIFTH AVENUE
SUITE 160
SAN RAFAEL
CA
United States
Tel:
415-464-5650
Fax:
415-464-5660
G**********@********************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WILKES, STEVEN, KELLEY | Individual | – | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | 09/2010 | 50-75% |
| HOUSER, GAGE, THOMAS | Individual | – | PRESIDENT, CHIEF FINANCIAL OFFICER, PORTFOLIO MANAGER | 06/2011 | 50-75% |